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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$30.12 -0.67 (-2.16%)
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Institutional Ownership Changes (13F Filings) for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Number of
Institutional Buyers
(last 12 months)
353
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$143.56M
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DFSV Institutional Buying and Selling by Quarter

Dimensional US Small Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Brady Martz Wealth Solutions LLC68,356$2.01M0.4%N/A0.043%
7/14/2025AdvisorNet Financial Inc310,479$9.14M0.6%+5.5%0.194%
7/14/2025BetterWealth LLC112,752$3.32M0.8%-7.3%0.070%
7/14/2025Foster Group Inc.28,515$839K0.0%N/A0.018%
7/14/2025Financial Harvest LLC8,537$251K0.2%N/A0.005%
7/14/2025Friday Financial20,753$611K0.3%N/A0.013%
7/14/2025Clear Harbor Asset Management LLC28,911$851K0.1%+18.3%0.018%
7/14/2025ABLE Financial Group LLC120,008$3.53M0.9%+229.0%0.075%
7/14/2025Narus Financial Partners LLC8,753$258K0.1%-22.3%0.005%
7/14/2025Infinity Wealth Counsel LLC9,105$268K0.3%+22.5%0.006%
7/14/2025Park Avenue Securities LLC93,775$2.76M0.0%N/A0.059%
7/14/2025Shearwater Capital LLC20,016$589K0.4%+14.7%0.012%
7/14/2025Physician Wealth Advisors Inc.21,309$627K0.1%-7.8%0.013%
7/11/2025 Quantum Financial Advisors LLC113,868$3.35M0.5%+28.2%0.071%
7/11/2025 Sprinkle Financial Consultants LLC30,506$898K0.5%+7.5%0.019%
7/11/2025 Scratch Capital LLC325,545$9.58M7.8%+72.0%0.204%
7/11/2025 Physician Wealth Solutions Inc.435,855$12.83M5.9%-0.9%0.273%
7/11/2025 Kaufman Rossin Wealth LLC7,175$211K0.1%N/A0.004%
7/11/2025 Farther Finance Advisors LLC153,604$4.52M0.1%-9.7%0.096%
7/11/2025 Andrews Lucia Wealth Management LLC17,881$526K0.3%N/A0.011%
7/11/2025 Lantz Financial LLC127,289$3.75M0.9%-46.0%0.080%
7/11/2025 Rockwood Wealth Management LLC40,213$1.18M0.1%+21.5%0.025%
7/10/2025 Triangle Securities Wealth Management7,760$228K0.1%N/A0.005%
7/10/2025 Voisard Asset Management Group Inc.10,701$315K0.1%N/A0.007%
7/10/2025 Cypress Point Wealth Management LLC14,153$417K0.1%-32.2%0.009%
7/10/2025 Wealth Enhancement Advisory Services LLC895,938$27.65M0.0%+14.2%0.560%
7/10/2025 Strathmore Capital Advisors Inc.123,604$3.81M1.7%N/A0.077%
7/10/2025 Wedmont Private Capital40,597$1.25M0.1%+109.0%0.025%
7/9/2025 Seaside Wealth Management Inc.832,987$24.52M7.8%+5.7%0.521%
7/9/2025 Fermata Advisors LLC136,797$4.03M1.1%+0.8%0.086%
7/9/2025 Krilogy Financial LLC519,380$15.29M0.9%+10.9%0.325%
7/9/2025 Fiduciary Alliance LLC31,188$918K0.1%N/A0.020%
7/9/2025 Shore Point Advisors LLC7,281$214K0.1%N/A0.005%
7/9/2025 GEM Asset Management LLC29,424$894K0.5%+14.1%0.018%
7/9/2025 Emprise Bank64,648$1.90M0.9%N/A0.040%
7/9/2025 Efficient Frontier Advisors LLC152,343$4.48M2.8%+2.3%0.095%
7/8/2025 Apella Capital LLC24,463$743K0.0%+49.7%0.015%
7/8/2025 Peirce Capital Management LLC19,933$587K0.3%N/A0.012%
7/7/2025 Discipline Wealth Solutions LLC142,606$4.20M1.6%+12.6%0.089%
7/3/2025 CPA Asset Management LLC45,829$1.35M0.6%+19.4%0.029%
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7/3/2025 Higgins & Schmidt Wealth Strategies LLC23,077$679K0.4%N/A0.015%
7/3/2025 Lam Group Inc.104,865$3.09M2.1%+2.0%0.066%
7/3/2025 Collective Family Office LLC205,044$6.03M1.5%+52.9%0.129%
7/3/2025 Trust Co of the South429,256$12.63M2.2%+26.3%0.270%
6/27/2025Goldman Sachs Group Inc.106,607$3.00M0.0%+53.3%0.067%
5/30/2025Porter White Investment Advisors Inc.49,984$1.41M0.7%N/A0.032%
5/22/2025BOS Asset Management LLC274,725$7.73M2.7%+10.0%0.174%
5/21/2025Geneos Wealth Management Inc.468,493$13.19M0.4%-0.4%0.296%
5/20/2025Focus Partners Wealth2,283,031$64.27M0.2%+14.2%1.444%
5/20/2025Integrity Alliance LLC.591,576$16.65M0.7%N/A0.374%
5/19/2025SageView Advisory Group LLC56,933$1.60M0.1%-0.9%0.036%
5/19/2025Advisory Alpha LLC103,002$2.90M0.1%+49.6%0.065%
5/19/2025Client 1ST Advisory Group LLC83,605$2.35M0.9%+76.1%0.053%
5/16/2025McIlrath & Eck LLC210,853$5.94M0.7%+9.4%0.136%
5/16/2025Goldman Sachs Group Inc.106,607$3.00M0.0%+53.3%0.069%
5/16/2025Jones Financial Companies Lllp55,775$1.57M0.0%-6.5%0.036%
5/16/2025Plancorp LLC125,288$3.53M0.1%N/A0.081%
5/16/2025NewEdge Advisors LLC880,716$24.79M0.1%-13.1%0.569%
5/16/2025Integrated Wealth Concepts LLC90,003$2.53M0.0%+0.9%0.058%
5/16/2025Investmark Advisory Group LLC47,295$1.33M0.7%-3.8%0.031%
5/16/2025Jentner Corp747,798$21.05M6.3%+0.5%0.483%
5/16/2025Ancora Advisors LLC159,153$4.48M0.1%+11.5%0.103%
5/15/2025EP Wealth Advisors LLC2,028,357$57.10M0.5%-5.7%1.309%
5/15/2025Focus Partners Advisor Solutions LLC980,782$27.61M0.4%+36.4%0.633%
5/15/2025Flputnam Investment Management Co.91,450$2.57M0.0%-51.8%0.059%
5/15/2025Royal Bank of Canada489,580$13.78M0.0%+27.7%0.316%
5/15/2025Betterment LLC322,222$9.07M0.0%+172.6%0.208%
5/15/2025MAI Capital Management63,475$1.79M0.0%+50.1%0.041%
5/15/2025Tortoise Investment Management LLC197,029$5.55M0.6%+16.7%0.127%
5/14/2025Wealth Preservation Advisors LLC47,618$1.34M1.0%N/A0.031%
5/14/2025Triad Wealth Partners LLC20,052$564K0.2%N/A0.013%
5/14/2025CreativeOne Wealth LLC13,761$387K0.0%+40.5%0.009%
5/14/2025Quadcap Wealth Management LLC35,596$1.00M0.1%-4.5%0.023%
5/14/2025Hill Investment Group Partners LLC98,173$2.76M0.4%-59.4%0.063%
5/14/2025Freedom Investment Management Inc.294,261$8.28M0.7%+0.1%0.190%
5/14/2025Kestra Advisory Services LLC285,360$8.03M0.0%+2.8%0.184%
5/14/2025CW Advisors LLC11,872$334K0.0%N/A0.008%
5/14/2025Arista Wealth Management LLC1,783,473$50.21M12.2%+4.2%1.151%
5/13/2025Northern Trust Corp979,668$27.58M0.0%+58.7%0.632%
5/13/2025Raymond James Financial Inc.1,367,282$38.49M0.0%+13.6%0.883%
5/13/2025Oder Investment Management LLC34,688$976K0.8%+174.3%0.022%
5/13/2025Cresset Asset Management LLC7,919$223K0.0%N/A0.005%
5/13/2025American Investment Services Inc.133,812$3.77M0.7%+19.4%0.086%
5/13/2025Kovitz Investment Group Partners LLC217,248$6.12M0.0%+43.6%0.140%
5/13/2025Vestmark Advisory Solutions Inc.1,229,650$34.62M0.9%+18.6%0.794%
5/13/2025Evensky & Katz LLC103,113$2.90M0.2%+80.8%0.067%
5/13/2025Infinity Wealth Counsel LLC7,430$209K0.2%N/A0.005%
5/13/2025Ariadne Wealth Management LP29,851$830K0.4%+188.9%0.019%
5/13/2025HighTower Advisors LLC440,182$12.39M0.0%+6.0%0.284%
5/12/2025Mustard Seed Financial LLC40,112$1.13M0.9%+5.4%0.026%
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5/12/2025Financial Engines Advisors L.L.C.126,274$3.56M0.0%-22.2%0.082%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors23,989$676K0.1%-91.3%0.015%
5/12/2025Aveo Capital Partners LLC198,503$5.39M0.9%+6.3%0.128%
5/12/2025Berger Financial Group Inc7,768$219K0.0%N/A0.005%
5/12/2025Truepoint Inc.988,399$27.82M0.8%+55.9%0.638%
5/12/2025Savvy Advisors Inc.9,364$264K0.0%+29.1%0.006%
5/12/2025AlphaCore Capital LLC16,552$466K0.0%N/A0.011%
5/9/2025Keb Asset Management LLC207,616$5.84M1.7%+70.4%0.134%
5/9/2025Chicago Partners Investment Group LLC502,340$13.63M0.4%-0.8%0.324%
5/9/2025Pinney & Scofield Inc.139,641$3.93M2.8%+32.1%0.090%
(Data available from 1/1/2016 forward)

DFSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSV shares?

During the previous two years, 436 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($247.88M), Alaska Permanent Fund Corp ($234.57M), JMG Financial Group Ltd. ($163.75M), Mather Group LLC. ($141.04M), Corient Private Wealth LLC ($122.32M), Pathstone Holdings LLC ($95.56M), and Modera Wealth Management LLC ($82.67M).Learn more on Dimensional US Small Cap Value ETF's institutional investors.

Which institutional investors have been buying Dimensional US Small Cap Value ETF's stock?

Of the 422 institutional investors that purchased Dimensional US Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Permanent Fund Corp ($8.21M), Savant Capital LLC ($5.30M), Mather Group LLC. ($5.01M), EP Wealth Advisors LLC ($2.66M), Raymond James Financial Inc. ($2.57M), Arista Wealth Management LLC ($2.16M), and Pathstone Holdings LLC ($2.06M).

How much institutional buying is happening at Dimensional US Small Cap Value ETF?

Institutional investors have bought a total of 43,804,386 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

Which of Dimensional US Small Cap Value ETF's major shareholders have been selling company stock?

Of the 125 institutional investors that sold Dimensional US Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($638.82K), Alaska Permanent Fund Corp ($584.42K), BetterWealth LLC ($515.99K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($250.35K), NewEdge Advisors LLC ($242.77K), Alpha Financial Advisors LLC ($218.22K), and Vance Wealth Inc. ($190.46K).

How much institutional selling is happening at Dimensional US Small Cap Value ETF?

Institutional investors have sold a total of 4,871,325 shares in the last 24 months. This volume of shares sold represents approximately $143.56M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 7/15/2025 by MarketBeat.com Staff
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